From high-speed rail to electric cars to batteries to AI, it’s clear that China can operate with incredible speed at massive scale. Can the US still compete?
We sat down with Dan Wang, a Research Fellow at the Hoover Institution and the author of “Breakneck: China’s Quest to Engineer the Future” to discuss.
Today
Atlassian CEO on the SaaS Apocalypse, AI Agents & What Comes Next
Alex Rampell and Erik Torenberg speak with Mike Cannon-Brookes, cofounder and CEO of Atlassian, about how to make sense of the SaaS selloff, why not all software companies face the same AI-driven risks, and how Atlassian is thinking about the shift from records to processes. They ... Show More
55m 16s
Yesterday
Ben Thompson: Anthropic, the Pentagon, and the Limits of Private Power
In this conversation, previously aired on TBPN, John Coogan and Jordi Hays speak with Ben Thompson, founder of Stratechery, about his essay "Anthropic and Alignment" and the broader collision between AI power and state power that the Anthropic–Department of War standoff revealed. ... Show More
36m 42s
Mar 4
Deploying AI in Healthcare
a16z general partner Julie Yoo talks with Nikhil Buduma, CEO and cofounder of Ambience Healthcare, to discuss how AI is transforming clinical workflows. They cover the early days of deep learning, why Ambience started by running a medical practice before building a platform compa ... Show More
49m 10s
Sep 2025
China Has Mass. Can America Catch Up?
<p>Ben, Marc, and Erik Torenberg are joined by Brian Schimpf, Cofounder & CEO of Anduril, and Chris Power, Founder & CEO of Hadrian. Together, they dig into America’s defense production gap: why the U.S. can out-innovate but not out-produce—and what it will take to turn that arou ... Show More
56m 21s
Aug 2025
America's lawyers vs. China's engineers
America has a hard time building stuff. Roads. Trains. Bridges. Housing. Everything takes seemingly forever. Meanwhile, China seems to have no trouble at all: high-speed rails, solar panels, electric cars, bridges, ports, all churned out at breakneck speed. Why is that? Sean's gu ... Show More
51m 37s
Aug 2025
China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they dive deep into China’s explosive innovation across AI and EVs, the rise of open-source models, lessons for U.S. competitiveness, the real story on tar ... Show More
1h 6m
May 2025
Xi Jinping’s paranoid approach to AGI, debt crisis, & Politburo politics — Victor Shih
On this episode, I chat with Victor Shih about all things China. We discuss China’s massive local debt crisis, the CCP’s views on AI, what happens after Xi, and more.Victor Shih is an expert on the Chinese political system, as well as their banking and fiscal policies, and he has ... Show More
1h 29m
Aug 2025
#477 – Keyu Jin: China’s Economy, Tariffs, Trade, Trump, Communism & Capitalism
Keyu Jin is an economist specializing in China’s economy, international macroeconomics, global trade imbalances, and financial policy. She is the author of The New China Playbook: Beyond Socialism and Capitalism. Thank you for listening ❤ Check out our sponsors: https://lexfridma ... Show More
1h 57m
<p>In his new book “Breakneck,” Dan Wang argues that the U.S. has a lot to learn from China. He also says that “no two peoples are more alike.” We have questions.</p><p> </p><ul><li><strong>SOURCES:</strong><ul><li><a href="https://danwang.co/about/">Dan Wang</a>, research fellow ... Show More
